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Question

Zapier and Zoho : how to add notes to existing Contacts or Accounts

  • 26 November 2019
  • 1 reply
  • 323 views
A
Userlevel 1

Hello,

I know how to search and find the needed Contact or Account, and I know how to create an (unlinked / unrelated) Note, but how do I actually add a Note to the Contact or Account I have selected in the first step?

Similar question : how to add a new Contact underneath an existing Account...

Thanks for your help!


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

AndrewJDavison_Luhhu
Userlevel 7
Badge +10

Hi @AlainFontaine

Are you using the Zoho CRM integration?

Could you send a screenshot of how you have the note creation step setup in the Zapier editor?

Thanks!


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